SalesforceIQ - formerly RelateIQ

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SalesforceIQ is a subsidiary of Salesforce.com, a powerhouse CRM and one of the first Software As A Service companies. Salesforce acquired the company RelateIQ in 2014 and has since been providing SalesforceIQ as a lightweight, user-friendly CRM solution for small businesses.

Some of SalesforceIQ's main features include:

SalesforceIQ's “Closest Connections” feature is particularly useful for simplifying the time-consuming and potentially error-prone process of prospecting leads. On a potential lead's profile page, SalesforceIQ will show you the person in your company who has the closest personal connection with that lead based on information in professional emails, calendars, and other networks like Facebook and LinkedIn. This helps a team make more genuine, warm introductions.

Other features that can be very beneficial to a startup include:

  • The ability to automatically pull information from professional communication sources and give reminders and suggestions to team members
  • The ability to set up in minutes by simply connecting to email
  • The option to work within the product interface, in your inbox, or on your phone

Another benefit of using SalesforceIQ as a CRM is that the user gets access to the resources of an enterprise software company for a startup price. The Starter plan starts at $25/user/month, billed annually, and accommodates up to five users and one list. A team may also select the Growth plan at $75/user/month, billed annually, which includes unlimited users and lists. The largest plan, the Business plan, is $125/month, billed annually.

SalesforceIQ is specifically designed for small teams, so it is ideal for startups but may be limiting to a team as it grows very large. However, a team that outgrows SalesforceIQ but likes working with Salesforce can switch to using one of Salesforce's other cloud CRM tools that are designed for enterprise teams.

Perspectives on SalesforceIQ

Further Reading

  • BaseResources about Base CRM, an all-in-one sales platform including lead tracking, sales management, customer management, and more.
  • Close.ioResources about Close.io, the inside sales CRM of choice for startups and SMBs that keeps track of all sales activities including Calls, emails, reminders and tasks.
  • Nimble CRMResources about Nimble CRM, a sales automation and social CRM solution for small and midsize businesses that automatically populates rich customer profiles and interaction histories from contact lists, email conversations and social media activity.
  • PipeDriveResources about PipeDrive - a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.
  • PipelineDealsResources about PipelineDeals, a CRM software solution that can gain access to profiles that contain all of the activities, people, documents, and events related to a single deal.
  • ProsperWorksResources about ProsperWorks  CRM, a cloud-based, cross-platform CRM that integrates with Gmail, Google Drive and the rest of the Google Apps suite.
  • SalesforceIQ - formerly RelateIQResources about SalesforceIQ (formerly RelateIQ), a subsidiary of Salesforce. SalesforceIQ is a relationship intelligence platform that combines data from email systems, smartphone calls, and appointments to augment or replace standard relationship management tools or database solutions.
  • SalesnetResources about Salesnet CRM, a flexible and configurable CRM solution, including sales management tools, marketing tools, and more.
  • StreakResources about Streak CRM for Gmail, which can be used for CRM, sales, email support, hiring, product management, fundraising, event planning, and more.
  • Zoho CRMResources about Zoho CRM, an online customer relationship management software for managing sales, marketing and support in a single system.

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